401(k) · DOL Form 5500 · 2024
Confluent Health, LLC 401(k) Plan
Data updated 2026-08-11
- $204M
- Total assets
- 7,445
- Participants
- 94th
- Percentile by assets
- $27,420
- Avg per participant
Official DOL plan name: Confluent Health, LLC 401(k) Profit Sharing Plan · Sponsored by Confluent Health, LLC · Kentucky · Professional & Technical Services
$204M in assets, 7,445 participants
Confluent Health, LLC's Confluent Health, LLC 401(k) Profit Sharing Plan reported $204M in total assets and 7,445 participants in its 2024 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 94th percentile by assets (of 123,622 plans)
- #19,263 in Professional & Technical Services (20,173 peers)
Coverage in Kentucky
Confluent Health, LLC 401(k) Profit Sharing Plan covers 7,445 participants in Kentucky, 12x the typical Kentucky plan (state average ~647 per filing). Assets: $204M.
- $204M
- total plan assets (2024 EOY)
- 7,445
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $27,420
- avg assets per participant
Where Confluent Health, LLC 401(k) Profit Sharing Plan sits by total assets
Confluent Health, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,145,325 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Confluent Health, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $156M in the plan year 2023 filing to $204M in the plan year 2024 filing.
- Confluent Health, LLC 401(k) Profit Sharing Plan reported participants fell from 8,987 in the plan year 2023 filing to 7,445 in the plan year 2024 filing.
- Confluent Health, LLC 401(k) Profit Sharing Plan reported net income rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Confluent Health, LLC 401(k) Profit Sharing Plan reports 7,445 participants - 12x that state average ($204M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $48M |
| Employer EIN | 471584422 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Confluent Health, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,328 | $97M |
| 2023 | 1 | 8,987 | $156M |
| 2024 | 1 | 7,445 | $204M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Scale composition for Confluent Health, LLC 401(k) Profit Sharing Plan
Confluent Health, LLC 401(k) Profit Sharing Plan reports $204M in end-of-year assets across 7,445 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $27,420 per participant (20% of the national average assets-per-participant) . Net income for plan year 2024 was $48M.
This plan identity (EIN 471584422, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $97M to $204M (+110.8%) while covered participants moved from 6,328 to 7,445 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,328 | $97M | Open filing |
| 2023 | 8,987 | $156M | Open filing |
| 2024 · index core | 7,445 | $204M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Confluent Health, LLC 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Confluent Health, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
How have Confluent Health, LLC plan assets changed over time? ▼
Where does Confluent Health, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Confluent Health, LLC 401(k) Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on Confluent Health, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Confluent Health, LLC 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Confluent Health, LLC's sponsor-wide assets have grown 110.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans